Institutional Ownership Vertex, Inc. (VERX)
This table provides information about the institutional ownership of Vertex, Inc. (VERX). We have compiled data on the 231 institutions that hold shares in the stock, with a total of 67.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
6,721,315
shares
|
$362 Million
0.0% of portfolio
|
Q3 2024
Added 5.23%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,663,904
shares
|
$251 Million
0.0% of portfolio
|
Q2 2024
Added 273.44%
|
|
|
Tensile Capital Management LP
Larkspur, CA |
Nov 14, 2024 Q3 2024 |
4,053,550
shares
|
$218 Million
17.62% of portfolio
|
Q3 2024
Reduced 12.52%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,473,775
shares
|
$187 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Fred Alger Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,543,838
shares
|
$137 Million
0.49% of portfolio
|
Q3 2024
Reduced 37.77%
|
|
|
Conestoga Capital Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
2,280,290
shares
|
$123 Million
1.22% of portfolio
|
Q3 2024
Reduced 18.73%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,163,058
shares
|
$116 Million
9.08% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
1,791,929
shares
|
$96.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.72%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
1,690,045
shares
|
$91 Million
0.02% of portfolio
|
Q3 2024
Added 17.63%
|
|
|
Times Square Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,655,400
shares
|
$89.1 Million
0.98% of portfolio
|
Q3 2024
Reduced 5.62%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
1,565,994
shares
|
$84.3 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Geneva Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
1,450,599
shares
|
$78.1 Million
0.95% of portfolio
|
Q3 2024
Added 40.07%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,361,901
shares
|
$73.3 Million
0.0% of portfolio
|
Q3 2024
Added 36.42%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
1,275,283
shares
|
$68.6 Million
0.0% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
Nov 13, 2024 Q3 2024 |
1,229,444
shares
|
$66.2 Million
0.19% of portfolio
|
Q3 2024
Added 15.26%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2024 Q3 2024 |
1,129,690
shares
|
$60.8 Million
1.35% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
1,067,378
shares
|
$57.5 Million
0.02% of portfolio
|
Q3 2024
Added 10.71%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,011,981
shares
|
$54.5 Million
0.38% of portfolio
|
Q3 2024
Added 64.53%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
977,621
shares
|
$52.6 Million
0.01% of portfolio
|
Q3 2024
Added 219.34%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2024 Q3 2024 |
961,690
shares
|
$51.8 Million
0.28% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
933,034
shares
|
$50.2 Million
0.12% of portfolio
|
Q3 2024
Added 29.38%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
911,152
shares
|
$49 Million
0.01% of portfolio
|
Q3 2024
Added 36.36%
|
|
|
Aperture Investors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
854,579
shares
|
$46 Million
4.99% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
Nov 08, 2024 Q3 2024 |
843,006
shares
|
$45.4 Million
0.08% of portfolio
|
Q3 2024
Added 7.7%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
834,027
shares
|
$44.9 Million
0.03% of portfolio
|
Q4 2023
Added 21.74%
|